Fortinet FCSS_SDW_AR-7.4 - FCSS - SD-WAN 7.4 Architect

The SD-WAN overlay template defines a zone for each underlay interface and moves the interfaces into those zones. This statement perfectly describes the likely sequence of events. The template, when applied, re-organizes the interfaces and zones, causing the existing firewall policy that relies on the old zone configuration to fail. This is the most plausible root cause.

Rules template → Defines the SD-WAN rules for traffic steering.

BGP template → Configures dynamic routing for overlay tunnels.

IPsec tunnel template → Builds the IPsec VPN tunnels from the spoke to the hubs.

When you enable ADVPN (auto-discovery VPN) in the overlay template, FortiManager automatically updates both the IPsec and BGP templates on the hub so that shortcut tunnels can be established dynamically.

ADVPN can be activated in the SD-WAN overlay template for any supported topology, including dual-hub primary–primary, not just single hub.

For SD-WAN deployments that span multiple regions—where most traffic is intra-region and there is no requirement for inter-region ADVPN—the best practice is to use IBGP with BGP on loopback interfaces for routing within each region and EBGP between the regions. This approach ensures robust and scalable routing, isolates regional routing domains, and enables policy control at region boundaries. BGP on loopback is preferred for its reliability and flexibility, as it enables peering that is not tied to specific physical interfaces. EBGP between regions allows each region to maintain independent routing policies and summarization, optimizing performance and manageability. By separating IBGP (intra-region) and EBGP (inter-region), you create a modular architecture that scales easily and simplifies fault isolation and troubleshooting.

Fortinet outlines key SD-WAN routing principles:

"Policy routes are always evaluated before SD-WAN rules, meaning if a policy route matches, SD-WAN steering is bypassed. If the best route for a destination is not via an SD-WAN member, SD-WAN rules do not apply, and members are ignored if they lack a valid route. This hierarchy ensures traffic always follows the most deterministic and valid path according to configuration."

Understanding these principles is critical for correct SD-WAN and routing integration.

When asymmetric routing is observed (such as reply traffic not following the optimal path), the solution is:

"The auxiliary-session feature, enabled under config system settings, allows FortiGate to consider multiple egress interfaces for reply traffic, not just the original ingress interface. This is crucial for SD-WAN environments where the best path may differ between forward and return directions, especially when performance or policy rules are dynamically evaluated."

Activating this ensures reply traffic is always sent on the member with the best real-time metrics.

When planning to deploy a large number of branches (e.g., 50), Fortinet recommends several preparatory steps to simplify and automate the rollout. Creating model devices allows you to predefine configurations and settings that can be cloned or adapted for each branch, saving time and minimizing manual errors. Preparing a Zero Touch Provisioning (ZTP) template enables automatic onboarding and provisioning of new FortiGates as soon as they come online, reducing manual intervention. Lastly, creating a policy blueprint allows for standardized policy deployment across all branches, ensuring consistent security and SD-WAN rule enforcement. This holistic approach streamlines the deployment process, allows for rapid scaling, and ensures that all devices are configured according to corporate policy from day one.